See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,383 | $190,805-91.4% | $159,960-89.8% | $134,475-87.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 2.31% | 552.23%-549.9pp | 408.60%-406.3pp | 417.96%-415.7pp |
| Employer contribution / active EE | $2,828 | $4,995-43.4% | $4,226-33.1% | $4,740-40.3% |
| Participant deferral / active EE | $902 | $6,923-87.0% | $6,182-85.4% | $6,400-85.9% |
| Admin fee / account holder | $2,646 | $10,471-74.7% | $8,698-69.6% | $11,426-76.8% |